#Consumer Goods Cloud5 discussing

@Saqib Ashraf seems to be like a licensing/provisioning limitation than a mobile app configuration issue.

For CRM Analytics inside CG Cloud, assigning only the regular CG Cloud permission sets is usually not enough. Salesforce’s setup guidance requires the user to have CG Analytics User and CRM Analytics Plus User permission sets for Consumer Goods Analytics access. The important part is that CG Analytics User depends on the CRM Analytics for Consumer Goods add-on license, so if that license is not in the partner demo org or trial org, the mobile analytics section will not work fully (https://help.salesforce.com/s/articleView?id=ind.retail_admin_analytics_assignuser.htm&language=en_US&type=5) 

For a client demo, the clean option is to use a CRM Analytics-enabled Agentforce Consumer Goods / CG Cloud demo org, or ask your Salesforce AE/partner team to provision the proper demo licenses. Trailhead also calls out that CRM Analytics is not available in a normal Trailhead Playground and requires a special CRM Analytics-enabled Consumer Goods Developer Edition org (Improve Retail Analysis with CRM Analytics) 

I would also check that the analytics app/dashboard is actually created, the user has access to the dashboard/app, mobile links or analytics cards are configured, and the mobile app has completed a fresh sync. But if the required analytics permission set license is missing, this cannot be fixed only with CGCloud permission sets.

Hi, 

Can you verify that you have created a User Setting record for the user, and Sales Org,  Mobile Sales Org and Language Postfix values are populated on the user record? This maybe a potential reason for not finding the Sales Org User record. 

Thanks, 

Sumit

Hi Ankit! These are three distinct but related issues in CG Cloud Offline Mobile App configuration. Here are the root causes and fixes for each: 

Problem 1: Assessment Tasks Showing Empty in Retail Store Cockpit 

The most common reason tasks show headers but no data is a missing or misconfigured Assessment Indicator Binding (the link between the Assessment Task and the data source like Product or Inventory). 

- Check that each Assessment Task Definition has a valid Assessment Indicator Definition with a properly configured Metric field. 

- 

 Verify the Action Plan Template is linked to the correct Target Object (Visit) and that the Action Plan was generated from a Visit record - not a Retail Store directly. 

- Ensure the Mobile app has completed a fresh sync AFTER the Action Plan was generated. The sync order matters: generate the Action Plan first in Salesforce, then sync the mobile app. 

- Check the mobile user's Field Service Mobile Settings to confirm Assessment Tasks are enabled for the mobile layout. 

Problem 2: Minimum Value Order Error (0.00 lesser than minimum 10) 

This error occurs when the Condition Template is not properly resolving to a non-zero price. Key checks: 

- Verify that the Condition Template (Pricing Procedure) is correctly associated with the Order Template. 

- The Customer Specific Product Condition must have pricing rules that apply to the specific products being added. If the Condition Template lookup returns no matching price rule for the item, the price defaults to 0.00. 

- 

 Check the Price Book assigned to the Account and ensure it contains the products being ordered. 

- In the Order Template, verify the Minimum Order Value field is set appropriately (it may be set to 10, but if your price conditions are returning 0, you need to fix the pricing setup, not lower the minimum). 

Problem 3: "You can't create orders for a customer who isn't an orderer" 

T 

his message appears when the Customer Extension record for the Retail Store's Account does not have the Orderer checkbox checked as active for today's date, or the sync has not picked up the latest data. 

- Double-check the Customer Extension record: the Orderer role must be checked AND the valid date range must include today (your screenshot shows 2026-2070, which is correct). 

- 

 Ensure a Full Sync was performed AFTER saving the Customer Extension changes. 

- Check if there is an Account Hierarchy issue - the app sometimes looks at the parent account. Ensure the Account directly linked to the Retail Store has the correct Customer Extension. 

Mani G 

Principal/Founder 

Hi @Diana Weaver

-  This is a common pain point in Salesforce Consumer Goods Cloud. 

1. Use Data Loader / Bulk API-  Export one “template” assortment and reuse it. 

Update the AccountId and load it again for multiple customers. Good for initial setup or mass updates.  

2. Use Flow for automation 

•  Trigger: when Account is created/updated , Fetch template assortment 
•  Create related assortment records automatically 
   This handles ongoing automation.

Hi @Jose Jesus Alfaro

,  

I am currently facing a similar situation and require the same configuration that you mentioned in your description.

If you have already configured this setup, I would greatly appreciate it if you could share your approach or any guidance on how to achieve it. Your insights would be very helpful for us.